How to Start

Step 1:  Contact me by phone, email or website to schedule a phone or in-person meeting.

Step 2:  Together we will determine if we are a good fit as a financial team.

Step 3:  I will create a plan for you.

Step 4:  We will discuss the expectations we have for one another.

Step 5:  I will discuss my recommendations for you and together we will make a decision on a strategy.                  

Step 6:  I am happy to follow up with you on anything we discussed.

Step 7:  I will start to implement strategies we agreed upon for your account.

Step 8:  I’m here with you for the long haul.

Step 9:  Congratulations! Your financial journey has begun!